Isabel spent over three years in the financial industry working closely with advisers as they launched and grew their independent RIAs. She previously worked with hundreds of firms, delivering service, expertise, and a trusted ear to her clients. Isabel works hard to develop trustworthy and dependable relationships. She believes a key element in any small business’ success is communication and consistency.

Since joining Synergy, Isabel has refocused her attention internally to optimize business efficiencies and organizational processes. Her background working with independent RIAs is the perfect complement to Synergy’s adviser-oriented approach to consulting. She brings to the team a collaborative mindset and enjoys continuing to work with financial advisers for a company that is, above all, service first.